Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Jeff Reive
Period: Reporting period mapped to calendar 2026 Q3.
- Questions
- 3on tracked calls
- Challenge rate
- 33%1 of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right. See how we grade analysts on earnings-call questions.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
PNRPentair2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2026 Q3
Can you just help us understand what is actually changing here and maybe what was wrong with the prior structure
Show response
Stauch said Pentair is adding technical and field service and dealer training by region to compete on local needs. Operator said 'Jeff Rave'.
how do you maintain the discipline of 80/20 and maybe avoid reverting to the complexity
Show response
Stauch conceded 80/20 was misused in pool and said parameters stay central while execution moves local to rebuild dealer trust.
MMM3M Company1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
is the combined internal plus GSEO manufacturing footprint sufficient, or should we expect further capacity investments?
Show response
Brown said capacity should be sufficient, though additional manufacturing partners may be added over time for diversity of supply.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| PNR Pentair | 2 | —Rate withheld: fewer than 3 questions |
| MMM 3M Company | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2026 Q3 | 3 | 33%1 of 3 questions | 2 |
- 2026 Q33 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Capex Investment1
- Supply Chain1
- Demand1
- Margin1